Adam Nguyen (CRD# 5927308) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Sartell, MN and has over 10 years of experience in the finance industry.
CRD# 1446753
Rbc Capital Markets, LLC
CRD# 1950076
Wealth Enhancement Advisory Services, LLC
CRD# 4397639
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Brokerage Services | Plymouth, MN | Mar 2014 - Current | 10 |
| Lpl Financial | Plymouth, MN | Aug 2012 - Current | 11 |
| Wealth Enhancement Advisory Services | Plymouth, MN | Aug 2012 - Current | 11 |
| Wealth Enhancement Group | Sartell, MN | May 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- MN
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Total Assets Under Management72,025MILLIONS
-
Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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